Omaha Financial Advisors

The Financial Engines Advisor Center in Omaha is conveniently located in the Pepperwood Village Shopping Center at the northeast corner of 156th St. and West Dodge Rd. With more than 26 years combined industry experience, our investment advisors are here to help with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy.

Office Location

541 North 155th Plaza
Omaha, NE 68154
Map Office
Phone: (402) 896-6464
Toll Free: (866) 304-6464
Fax: (402) 896-0189

Our Investment Advisors

Doug Erbert
Senior Vice President - Financial Planning
Brian Leslie
Senior Vice President - Financial Planning
Matthew Kitzman
Senior Vice President - Financial Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Our Team

Carolyn DeMaria

Erin Fulton
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